Institutional investor qualification and relationship intelligence for private markets
A searchable investor database with real institutional names, type and geography filters, source-backed profile fields, relationship context, and visible evidence gaps.
Real institutions
searchable profiles
Evidence-linked
recorded claims
Relationships
fit and context
Product demonstration
Try the workflow.
Investor finder
Search and qualify institutional investors
Candidate intake and entity resolution
Discovery is not a profile. A candidate must resolve to one entity, show usable evidence, and pass mandate review before it reaches a shortlist.
Decision trace
Merge this evidence with the existing profile; do not create a second record.
Selected investor
Canada Pension Plan Investment Board
Public pension · Canada
Net assets
CAD 793.3bn at FY2026 year-end
Combined Fund return
7.8% for FY2026
Scope control
Fund return kept separate from 13.2% benchmark
Decision-ready output
Build a briefing only after the evidence and mandate checks are visible.
Public institutions and dated facts remain linked to official sources. Private relationship notes and targeting decisions stay access-controlled.
Client context
An institutional investment team working across LP, GP, strategic, and relationship intelligence.
The customer is anonymous. Public institutional facts are linked to their source; private relationship notes and targeting decisions are not displayed.
Evidence boundary
Anonymized product patternThe operating problem
A list of institutions is not investor intelligence.
Identity errors compounded downstream
Research decayed after the project
End-to-end workflow
From first input to a controlled next action.
01 · Discover
Find candidate institutions and evidence
02 · Gate
Resolve identity, relevance, and duplicates
03 · Structure
Extract and normalize decision signals
04 · Decide
Serve a briefing with evidence and gaps
What was built
From discovery engine to relationship briefing.
Search
Entity and evidence discovery
Evidence
Extraction and provenance
Profile
Canonical investor record
Brief
Decision and outreach preparation
The evidence layer can disagree with itself—and the product must show that.
Operating model
The change is in how the work begins, moves, and gets reviewed.
Before
Research ended in static lists and disconnected notes.
Source quality and entity identity were difficult to audit later.
Analysts repeated discovery whenever a new question arose.
After
Profiles are built from retained, associated evidence.
Conflicts, gaps, and freshness are visible beside the investor view.
Briefings begin from maintained context and identify the next check.
The takeaway